Deutsche Bank AG (USA) (DB)

Absolutely terrible Fundamentals. They came out with horrific earnings and horrific revenue this quarter.

Year after year Deutsche has proven that they have some of the smartest heads on the street, up there with Goldman. They were smart enough to be on the right side of the entire CDS debacle, like Goldman, and they have one of the smartest trading floors out there, like Goldman. We saw Goldman's CEO speaking last week at a conference, saying the same thing as Mr. Ackermann. So i question, if Goldman stock has managed such a good run up to a PE of 30, shouldn't Deutsche be right behind?

You wouldn't even believe the number of bad loans I see in their portfolio... I can't even think of who is 2nd they are so far ahead from a quantity stand point

Sell the great news ? You got to be kidding. Great chance to get in.

Highly leveraged bank that has billions of dollar losses yet to recognize. The bank has also a number of the lawsuits coming from the broken buyout transactions over the last year. In particular, together with Credit Suisse, DB is facing more than $20 billion Huntsman lawsuit in Texas. DB and CS's partner Apollo has already rolled over and is testifying against the banks.

A thief stealing a bell would plug his ears so that he would not hear the noise.

db is moving from my watch list to my buy & hold list. who cares about leverage in these times-the banks are all gonna get a little help from the little people-fool on!!!!!!!!

This one goes sub-$10.

All of 2008 CEO says "nah, we're not like the rest, we're in a good position". Wonder why they just booked over $6 billion loss?

Wall St. will grow tired of this rapidly.

second time shorting

Div model play - high stable div with acceptable div cover

although it's possible this bank will lose its equity due to high leveraging it looks as if they have deleveraged enough for that not to happen. (their debt to equity is at 1.1 right now) P/E at 1.8; that seems pretty crazy.

Way oversold. Dividend and earnings outlook still strong.

DB is the second most heavily leveraged bank of the world with the most illiquid balance sheet after FBC. For instance it has not succeeded to deleverage during the last quarters, but has taken more debt to its balance sheet. It is the same for its board of directors, currently grossly oversized with 102 directors [http://investing.businessweek.com/research/stocks/people/board.asp?symbol=db]. 2009 earnings estimates are slashed recently. Anyway, such a profitability level is inconsistent with pretending to reimburse the debt load standing on the balance sheet. DB may also go bankrupt, or the EU Commission may approve credit guarantees provided by the German government liked it did on Thursday, 2 October 2008 for Hypo Real Estate Holding AG.

Some intellectual leadership. Very good research and analyst team. Good capital ratio by itself still did not raise capital or take government money and has core tier 1 ratio around 10%. Global presence and very nice restructuration and optimisation in last years. Did profit by distributing and securitizing stuff from others to sell to others, so they did not take too much damage from those stuffs while profiting from their handling.

I like this stock especially at the level it is now. I will buy more on weakness. Must be ready to forego dividends for 1 to 5 years in my opinion but worth it for a long term holding or even lifelong stock.

Financial crisis

With little debt, only 14% of TE exposure to CDs and raking in huge numbers of clients from the current crises, DB will emerge as a leading bank after the current turmoil passes.

This big bank will do well when the financials turn around

Large (relatively stable) European bank, seems good value at less than $90. Plus decent dividend.

good bank